CIK 2056315
Marshall & Sterling Wealth Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
338
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIAX | NUVEEN DOW | 3K | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC | 1K | $15K–$50K | SH |
| WDFC | WD 40 | 204 | $15K–$50K | SH |
| BAC | BANK AMERICA | 719 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODUCTS | 1K | $15K–$50K | SH |
| AMD | ADVANCED MICRO | 175 | $15K–$50K | SH |
| T | AT&T INC | 2K | $15K–$50K | SH |
| IAUM | ISHARES GOLD | 860 | $15K–$50K | SH |
| XMLV | INVESCO S&P | 586 | $15K–$50K | SH |
| NRK | NUVEEN NEW YORK | 4K | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR | 117 | $15K–$50K | SH |
| NUE | NUCOR CORP | 217 | $15K–$50K | SH |
| HIX | WESTERN ASSET | 8K | $15K–$50K | SH |
| GLD | SPDR GOLD | 87 | $15K–$50K | SH |
| EVV | EATON VANCE | 3K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS | 826 | $15K–$50K | SH |
| TSLA | TESLA INC | 74 | $15K–$50K | SH |
| SUN | SUNOCO LTD | 602 | $15K–$50K | SH |
| EDV | VANGUARD EXTENDED | 485 | $15K–$50K | SH |
| ACM | AECOM | 330 | $15K–$50K | SH |
| CSX | CSX CORP | 864 | $15K–$50K | SH |
| IJJ | ISHARES S&P | 237 | $15K–$50K | SH |
| CPRT | COPART INC | 790 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC | 314 | $15K–$50K | SH |
| LIN | LINDE PLC | 68 | $15K–$50K | SH |
| IWY | ISHARES RUSSELL | 103 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 143 | $15K–$50K | SH |
| IDV | ISHARES INTL | 699 | $15K–$50K | SH |
| LLY | ELI LILLY | 25 | $15K–$50K | SH |
| HPQ | HP INC | 1K | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES | 125 | $15K–$50K | SH |
| IVV | ISHARES CORE | 37 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN | 504 | $15K–$50K | SH |
| SJM | SMUCKER JM | 255 | $15K–$50K | SH |
| GEV | GE VERNOVA | 38 | $15K–$50K | SH |
| JOBY | JOBY AVIATION | 2K | $15K–$50K | SH |
| KD | KYNDRYL HOLDINGS | 874 | $15K–$50K | SH |
| FSK | FS KKR | 2K | $15K–$50K | SH |
| ADI | ANALOG DEVICES | 82 | $15K–$50K | SH |
| AMAT | APPLIED MATERIALS | 86 | $15K–$50K | SH |
| ICF | ISHARES SELECT | 356 | $15K–$50K | SH |
| MAR | MARRIOTT INTL | 68 | $15K–$50K | SH |
| RKLB | ROCKET LAB | 292 | $15K–$50K | SH |
| CSCO | CISCO SYSTEMS | 258 | $15K–$50K | SH |
| ARKQ | ARK AUTONOMOUS | 171 | $15K–$50K | SH |
| FLG | FLAGSTAR BANK | 2K | $15K–$50K | SH |
| CLS | CELESTICA INC | 66 | $15K–$50K | SH |
| JHSC | JOHN HANCOCK | 456 | $15K–$50K | SH |
| DLN | WISDOMTREE U S | 217 | $15K–$50K | SH |
| VBK | VANGUARD SMALL | 62 | $15K–$50K | SH |